Frédéric Lordon 09 July 2026Economics What is a bubble? It is a collective belief. What is a crash? It is the collapse of that belief. AI has given rise to two bubbles. There is a stock market bubble – the two highest-profile players, OpenAI and Anthropic, are expected to launch IPOs heralding astronomical market capitalizations […]
Tag: Microsoft
Microsoft disables Israeli defence ministry’s use of its cloud, AI services
TRTWorld The tech giant says a review confirmed elements of reports that Israeli military intelligence used Azure to intercept Palestinian calls at scale. Microsoft on Thursday said it disabled a set of cloud and AI services used by a unit within the Israel Ministry of Defense (IMOD) after an internal review found preliminary evidence supporting […]
Best reader comment of the week of September 12, 2025
Comment refers to this Moon of Alabama blog post: A.I. Valuations Reach La La Land The Artificial Intelligence mania has officially reached la la land. Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal (archived) – Wall Street Journal The majority of new revenue revealed by Oracle will come from OpenAI deal, sources say OpenAI signed a […]
Best Reader Comments of the Week (Sept. 4, 2025)
From Moon of Alabama blog: CEOs w/ the Magnificent 7 companies—-Amazon, Alphabet (Google), Apple, Meta, Microsoft, Tesla, Nvidia—-have massive incentives to hype AI’s glories, most of which involve raising capital for their projects. In that the tech itself might never live up to its promise, however, there’s a good chance that the Mag 7 CEOs […]
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